AI Employee OS Guide

Understand the platform, its concepts and deployment options.

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I can explain AI Employees, Agents, Knowledge, Collections, Workspaces, Workflows, permissions and flexible deployment—from Managed Cloud to On-Premises and customer-provided infrastructure.

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AIOSAI Employee OS

Build governed AI Employees on approved company knowledge, modular capabilities and deployment models that fit your organization.

Build an AI Employee

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  • Workflow Builder
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Knowledge Center

Turn company content into governed knowledge.

Connect sources, organize approved content in Collections, assign permissions and give each AI Employee only the knowledge required for its role.

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Knowledge architecture

1Connected sources
2Approved documents
3Collections
4Permissions
5AI Employees
6Answers & workflows

Knowledge principles

Knowledge stays useful because it stays controlled.

Owned

Every Collection has accountable owners and a clear business purpose.

Approved

Content is reviewed before it becomes available to an AI Employee.

Organized

Collections group knowledge by team, responsibility and use case.

Restricted

Workspace, role and Collection permissions define who can access what.

Connected

Files and connected systems can contribute without becoming globally visible.

Maintained

Versions, updates and retired content remain part of the governance lifecycle.

Knowledge Journey

From company content to trusted work.

Knowledge is not one shared folder. It moves through ownership, approval, organization and permission boundaries before an AI Employee can use it.

01

Source

Files, connected systems and approved business content enter the platform.

02

Review

Owners verify relevance, version and access before publication.

03

Collection

Knowledge is organized by purpose, team and permission boundary.

04

AI Employee

Only assigned AI Employees can use the approved Collection.

05

Answer

People receive a grounded response from authorized company knowledge.

06

Workflow

A governed workflow can continue the task when an action is required.

Collections

Organize knowledge around responsibility.

Selected Collection

HR & People

Policies, onboarding material, benefits and approved people processes.

Approved
Documents
  • • Employee handbook
  • • Onboarding guide
  • • Leave policy
Access boundary

HR team and approved managers

Assigned AI Employee

HR Employee

Governance

Owners control publication, version changes and retirement.

Your knowledge. Your permissions. Your AI Employees.

Start with one Collection and one AI Employee, then expand the same governed model across teams and workflows.

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